Heck Capital Advisors, LLC SHV Holdings History
Heck Capital Advisors, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, Heck Capital Advisors, LLC held 110,725.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $12.23 Mil. This investment constitutes 1.05% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.06% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q1. And since then Heck Capital Advisors, LLC has made 6 purchases of SHV, at an average price of $110.28, for a total of 116,899.00 shares. In addition, there have been 3 sales at an average price of $110.31 for 6,174.00 shares. Based on historical transaction data and SHV's current price of $110.33, Heck Capital Advisors, LLC's estimated gain on his SHV holdings is $6,116.71, reflecting a 0.05% gain to date.
Heck Capital Advisors, LLC SHV ($110.33) Holding Chart
Heck Capital Advisors, LLC SHV ($110.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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